Posts
CoreWeave stock pops 12% as revenue doubles on accelerating AI infrastructure demand
Marriott's Last Earnings and How to Play Travel
Marriott's last earnings caught my eyes, as the layman would assume travel was down since inflation is up, jobs reports are BS, and ICE didn't exactly create a super fun travel climate for everybody. With oil prices increasing flight prices as well...didn't think this would happen. However, overall they did …
IGV and PLTR puts
Software going to come down, the semi rotation will find other baskets. Betting against Alex Karp and his cocaine fuelled rants, probably gonna lose. Edit: I have since doubled down on the IGV position and sold off most of the PLTR puts. Alex Karp not making me feel so good …
About to close my puts
Hey WSB, Letting you know i am about to close my PUTs In case you are wondering what that means Get ready for a bumpy ride, will add puts once the market drops going on stand by until then... Expiry was SEP 30 2026, still manage to go down 50% …
#FRMI I may have been early but I dont think I'm wrong.
FERMI YOLO Fermi just closed a 15B contract and is going to be the largest power plant in the world giving renters like data centers and manufacturing free electricity. Toby is out and it's just up from here. Even if the Ai bubble goes pop... manufacturing will want free energy. …